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Tata Large & Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹28381 Cr | ₹8510 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 31 Mar 2003 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 14.92% | 10.69% |
| Expense Ratio | 1.61 | 1.77 |
| Manager | Harsha Upadhyaya | Chandraprakash Padiyar |
| ISIN Code | INF174K01187 | INF277K01428 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.99% | 3.12% |
| 6 Month | 10.31% | 5.18% |
| 1 Year | 5.39% | -0.35% |
| 3 Year | 18.8% | 13.93% |
| 5 Year | 22.4% | 19.72% |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.82% | -1.27% |
| 1 Year | 9.57% | 2.73% |
| 3 Year | 14.86% | 9.24% |
| 5 Year | 16.47% | 12.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.75% | 15.92% |
| 3 Year | 15.77% | 15.25% |
| 5 Year | 15.2% | 14.51% |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.77% | 12.58% |
| Sharp | 0.91% | 0.59% |
| Beta | 0.90% | 0.89% |
| Alpha | 0.96% | -3.26% |
Fund Managers
| Scheme Name | Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Chandraprakash Padiyar |
| Total AUM | ₹139411 Cr | ₹15627 Cr |
| Funds Managed | 11 | 3 |
| Kotak Large & Midcap Fund - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 7.33 | 7.72 |
| Large Cap | 52.07 | 43.92 |
| Mid Cap | 34.89 | 34.04 |
| Small Cap | 5.71 | 14.32 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.78 | 5.85 |
| Communication Services | 2.93 | 5.82 |
| Energy | 5.84 | 4.49 |
| Financial Services | 24.06 | 31.25 |
| Technology | 7.11 | 3.38 |
| Consumer Cyclical | 13.66 | 5.5 |
| Basic Materials | 12.15 | 14.29 |
| Industrials | 16.73 | 9.83 |
| Consumer Defensive | 1.59 | 7.56 |
| Healthcare | 7.04 | 5.63 |
| Real Estate | 0.89 | 3.93 |
| Utilities | 4.21 | 2.45 |
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